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Thomas M

Series 65

Watertown, SD

Big Sioux Wealth Management

Thomas Mattingly is a financial advisor at Big Sioux Wealth Management in Watertown, SD, holding a Series 65 license with three years of industry experience. Before joining Big Sioux Wealth Management, he worked for 14 years with the Watertown School District. He also serves as a basketball and football coach at Watertown High School. Big Sioux Wealth Management provides asset management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines adviser-led relationship management with a platform operated by GeoWealth, offering tailored investment strategies and ongoing portfolio monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Connie S

Series 66, Series 65

Watertown, SD

Big Sioux Wealth Management

Connie Streff is a financial advisor at Big Sioux Wealth Management in Watertown, SD, holding Series 65 and Series 66 licenses with two years of industry experience. Prior to joining Big Sioux Wealth Management, she worked at Peschl & Associates, Inc. and spent over a decade with the South Dakota Division of Insurance and Securities. Big Sioux Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing discretionary and non-discretionary asset management, ERISA 3(21) retirement-plan advisory, and financial planning services. The firm uses a combination of adviser-led relationship management and support from GeoWealth’s asset management platform, offering tailored investment strategies and portfolio monitoring based on clients’ goals and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Dustin P

CFP®, Series 63, Series 65

Watertown, SD

Big Sioux Wealth Management

Dustin Padgett is a CFP® with 27 years of experience in the financial services industry. He is currently with Big Sioux Wealth Management, where he has worked since 2019, and previously spent 19 years at Raymond James Financial Services. Padgett also holds Series 63 and Series 65 licenses. Big Sioux Wealth Management provides portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm combines fundamental and technical analysis with tailored investment programs and serves over 1,100 clients with approximately $200.7 million in assets under management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Aidynn S

Series 65

Watertown, SD

Big Sioux Wealth Management

Aidynn Suter is a financial advisor at Big Sioux Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked in insurance and banking roles. Outside of finance, he has worked part-time at Cattail Crossing Golf Course in customer service. Big Sioux Wealth Management provides asset management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines adviser-led relationship management with a turnkey platform operated by GeoWealth, offering both discretionary and non-discretionary investment solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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